349 results found
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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
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click on a product ID from within a bill to open the
I'd like to be able to click on the item ID from within a bill or invoice to open the product to easily change the ongoing purchase and/or sale price
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Jax automatically attaches pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Allow user to associate/assign unbilled expenses to a customer
Certain client-related expenses are tax deductible even if we don't bill the customer for reimbursement. Allow user to associate/assign unbilled expenses to a customer. Quickbooks has this feature.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
11 votes -
Bills - Awaiting Payment bills summary by supplier
Bills - View bills awaiting payment summarised by supplier with the ability to expand supplier to view invoices and select individually or make changes if required.
You need to use the awaiting payment screen to create batch payments. To make payments you have to select each individual invoice for a supplier which takes time and is inefficient.
Having the ability to view the awaiting payment screen showing summary (total) for the supplier would be helpful. You can still filter dates so you can see everything owed to a supplier within date range. Much like an Aged Payables report. You can…
4 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills Purchase Overview - show permit number column in draft bills
It would be nice to have more options to view more columns featured in the draft bills and bills so we can have more options to search for the supplier invoices.
3 votesWe appreciate you sharing your insightful idea and clearly explaining the changes that matter most to you.
We've reviewed your submission, and it is now ready for community support! The next step is getting votes, so please share your idea widely with any colleagues who would also find this beneficial. Every vote counts!
Community members can also add comments to elaborate on how this change would specifically improve their experience using Xero.
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Billable Expenses - View the bills assigned to paid invoices
It would very useful and save a lot of time if we were able to see the bills that had been assigned to Invoices after the invoice has been paid, rather than having to manually go through each and every bill.
3 votesThanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
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Email to bills > Email forwarding directly into Xero as draft bills
I would like the ability to set up an email forwarding rule so that any incoming invoices can be automatically forwarded to Xero and created as draft bills.
At the moment, there’s no verified mailbox or built-in process that allows this automation, meaning invoices have to be manually uploaded or sent from specific addresses.
Adding this feature would make invoice management faster, simpler, and far more cost-effective, as users wouldn’t need to subscribe to third-party apps or integrations just to achieve automatic forwarding.2 votesThanks for sharing your idea on setting up auto-forwarding to the bills inbox, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Bills List View - Add a Notes / Reminder section
Insert a Notes section on the Bills You Need To Pay screen.
For example, I can enter a due date, planned date etc .. but a section for Notes that can include a little reminder for example "confirm A123456 has been delivered"16 votesHi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.
If there are any changes to share I will provide an update to you all. Thanks
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Bills - Option to add credit card surcharge
Nowadays everyone include a credit card surcharge when paying a bill. However when the bill is recorded originally, it is without the surcharge. When applying payment to the bill, if we are in the bill screen and we apply an amount higher than the original invoice it records as an overpayment and creates a credit note. There should be an option like in the bank rec screen where it allows us to type in the surcharge so that the surcharge takes the same character as the original invoice. Currently, I have to manually adjust the original invoice to include the…
8 votesThanks for raising your idea here, Carine. Can understand wanting a simpler option to add a credit card surcharge when adding a payment directly from the Bill.
Understand it's not the flow you're looking for here, but one option would be once the payment comes into your bank account you could use Find & Match to select the bill and in the second section you could use the Bank fee option for the surcharge like you mentioned.
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Bills - Automatically adjust the date on imported draft bills to a set date
We use Xero on top of a project management system (Deltek PIM) which generates employee expenses and supplier invoices. When we export them to Xero they sit as draft bills which we approve. If users of PIM enter an invoice/expense for a prior period, the transaction has to be redated in Xero to prevent it changing the historic management accounts. My suggestion is that there is an option within Draft Bills that would redate draft transaction dates (before posting) to a given date, say 1st of the open period.
3 votesWe've reviewed your idea to adjust the date on imported bills to a set date automatically. It's now up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Bills - Option to navigate pages of the Bills list from the top of screen
It'd be useful to have the ability to paginate from the top of the Bills list screen to avoid having to scroll down the page.
2 votesHi! Thanks for letting us know that you'd like an option to have this page selector at the top of the screen, rather than at the bottom.
Make sure you share your idea with any colleagues that would also benefit from this, so they can add their votes and comments to support this!
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Payment Voucher – Generate Payment Vouchers.
Provide users with a streamlined way to create official payment vouchers, including payment details and supporting documents, for improved record-keeping and transparency.
14 votesHi team, just wanting to make sure we understand the idea correctly here. When you'd like a payment voucher - would this be for accounts payable or receivable?
On the payables side, perhaps purchases orders could facilitate the record of this in Xero, and you can upload attachments to keep track of files related to a voucher. Alternatively, for accounts receivable, quotes maybe able to support what you're in need of here.
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Bills - View PDF of bill without downloading
It would be massively helpful to be able to preview the PDF invoice instead of having to click on and download it each time. If you could preview it alongside where you are inputting data on a Purchase invoice that you have sent to Xero by email - then you can check details side by side rather than having to print out the paper versions. Would be much more efficient
18 votesHi team, rounding back to the idea here we are continuing to track interest but want to be upfront that we don't have any plans for changing the behaviour of viewing the PDF of a bill /purchase invoice at present.
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Bills - Auto save
Auto Save to draft
Quotes
Invoices
BillsTo often data is entered then lost as you move away from a page before you are finished if not saved you loose it all. This becomes time consuming to re-enter all data.
1 voteHi Rossco, auto save is already within invoices in Xero, however I want to be open that we don't have any plans at this point of implementing this across other areas of Xero.
For Bills maybe another way to save you time could be to upload or email bills to your organisation so Xero does a lot of the manual work for you.
Here in Product ideas it helps for each post to be related to a singular idea for one feature - this ways it's clear what others are adding their vote to and we can best keep you updated on any progress.
I'll update your post here for Bills, and have added your vote to this idea in Quotes.
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Duplicate Bill Review – Click-through Functionality
Enhance the Duplicate Bill Review screen by enabling direct click-through access to individual bills.
When reviewing potential duplicate bills, it would be helpful to click on any listed bill to open and inspect it directly. This allows users to quickly identify and resolve issues—such as an incorrect reference number—without having to search via another screen. After making corrections, users should be able to refresh the Duplicate Bill Review screen to confirm whether the duplicate warning has been cleared.
Benefits:
Speeds up the review and correction process
Reduces back-and-forth navigation
Improves user experience and efficiency
6 votesHi everyone, thanks for sharing your feedback on improving the duplicate dill review workflow. We appreciate you highlighting how click-through functionality could streamline reviewing and resolving potential duplicate bills.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Xero Accounting App - Add item from Product & Services to Bill
On the Xero mobile app it would make life easier for small entrepreneurs who are always on the go to update products purchased and update their inventory from a receipt that they capture on mobile app. This feature is only available from a desktop computer where persons need login from their computer to enter Bills or expenses for the purchases of inventory products. At the moment this is possible through the Sales invoices. Please make it available through purchases as well
3 votesWe've reviewed your idea to allow an item to be selected when creating a bill in the Xero Accounting App and understand that this is important for users to track their inventory. Now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Supporters of this idea may also be interested in adding their support to the Xero Expenses - Ability to Add Item Code product idea.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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Bills - Increase limit on amount of attachments
Would it please be possible to increase the amount of attachments that can be saved against a bill. At the moment it will allow us to attach more that 50 items but when it saves it only saves the first 50 and removes the rest.
I realise there are ways round this eg by attaching an e-mail with multiple items attached within it, but it's then more time consuming when trying to find specific attachments3 votesThanks for sharing your idea and highlighting the changes that matter most to you!
We've reviewed it, and now it's up to the community to show their support. Please share your idea with colleagues who could benefit so they can add their vote too!
Other members can also comment to share more detail on how your idea would improve their experience with Xero.
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Batch Payments - Keep multiple payments to the same payee as separate lines
Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).
Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee
27 votes
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